The Zeitgeist | 2.5.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Broker Numis blames Brexit for paralysed deals

Is BlackRock set to revive annuities? (Ed Note: Not if Ken Fisher has anything to say about it!)

People don’t trust blockchain systems – is regulation a way to help?

10 Mind-Numbing Figures That Define PG&E’s Bankruptcy Sean Williams | Feb 5, 2019

To Avoid a Recession, Start Spending Now

Hellman’s $11 Billion Bid Shows PE Firms’ Megadeal Hunger

Most shoppers worry about buying groceries online. But delivery in the US is set to ‘explode’

Brexit puts Nissan’s UK future at risk but many car industry workers still want to leave EU

90% LTV mortgages

Buffett’s Betas

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The Daily Zeitgeist

Why Am I Reading This Now?

By Ben Hunt | September 25, 2020 | 0 Comments

Yesterday, 5 GOP Senators wrote a letter to Netflix, saying that their plan to adapt Liu Cixin’s “The Three Body Problem” for TV/film amounted to “complicity” with the CCP and their horrific mistreatment of the Uyghurs.

Why am I reading this NOW?

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The UNITED States of America

By Ben Hunt | September 19, 2020 | 7 Comments

My RBG story …

I thought she’d be all about women’s rights and legal theory this and legal theory that. I was SO wrong.

RBG’s death is an enormous loss for the UNITED States of America.

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Many People Say

By Ben Hunt | September 16, 2020 | 23 Comments

The go-to move by sophists like Vox and Trump is to claim that “many people” are asserting their made-up premise that justifies an otherwise ludicrous position.

Why do they do this? Because it works.

Why does it work? Because common knowledge game. Because of the power of the crowd watching the crowd.

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The Zeitgeist Weekend Edition – 3.9.2019

By Rusty Guinn | March 9, 2019 | 0 Comments

A Weekend Edition of the Zeitgeist, where we turn from financial markets to find the narratives and stories from the last week or so that were most connected to common narratives in culture and politics.

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The Zeitgeist – 3.8.2019

By Rusty Guinn | March 8, 2019 | 5 Comments

Climate change! Secretive boards! A gazillion dollars! Boat Race Bank!

Wait…Boat Race Bank?

It’s the Zeitgeist on Epsilon Theory, where we all knew we were living in a world of Fiat News. We just needed to refocus on fundamentals.

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The Zeitgeist – 3.7.2019

By Ben Hunt | March 7, 2019 | 1 Comment

Ladies and gentlemen, your narrative-world assault words du jour … “sponsored content”, “democratic justifications”, “fishing expeditions”, “diversification”, “value investing”, and “growth of $1”.

The ET Zeitgeist, because if you don’t know who the sucker is at the poker table … it’s you.

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